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Ashley Mackay

12 Years of Experience
Bozeman, MT
Broker

Ashley Mackay is a registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 12 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Bozeman, MT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ashley owns Nettles Photography, providing freelance photography services, dedicating minimal time. She also manages an AirBnB for her grandmother, spending a few hours per week on bookings and cleaning.

Employment History
Current Registrations
D.A. Davidson & CO.
March 2016 - Present · 10 yrs 2 mos
D.A. Davidson & CO.
March 2016 - Present · 10 yrs 2 mos
D.A. Davidson & CO.Broker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
January 2014 - March 2016 · 2 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2013 - March 2016 · 2 yrs 4 mos
State Registrations1 state
MT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.